Fidelity Investments jobs in Chicago, IL

Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your "go to" attributes Committed to delivering an outstanding customer experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales

Morningstar is a global leader in independent investment research, data, and investment management, with over $350B in AUM and operations in 32 countries. We empower financial professionals - advisors, asset managers, and institutional investors - with trusted insights and tools. The Role We're seeking a seasoned B2B content strategist to lead content strategy and execution for our asset management, wealth and advisor audiences across globally. You'll shape messaging, create original and derivative content, and drive engagement across multiple formats and channels. This hybrid role requires both strategic thinking and hands-on content creation-ideal for someone who thrives at the intersection of insight and execution. This position is based in our Chicago office. We follow a hybrid policy of at least 4 days onsite. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. Key Responsibilities Content Strategy: Develop and lead a global B2B content strategy aligned to key customer segments and corporate priorities. Define tone, messaging, and audience journeys, including content for brand campaigns targeting asset managers. Content Development: Create and adapt thought leadership, articles, blogs, videos, podcast scripts, and social posts tailored to wealth and asset management professionals. Build and manage a consistent editorial pipeline. Cross-Functional Collaboration: Partner closely with marketing, sales, research, editorial, and business units to ensure content relevance and alignment. Data-Driven Optimization: Use performance metrics and marketing intelligence to guide editorial planning and improve content impact. Governance & Compliance: Ensure all content meets regulatory standards and adheres to brand and content governance guidelines. What Makes You a Strong Fit Strategic Executor: You combine high-level strategic thinking with the ability to produce polished content across channels and formats. Collaborative Influencer: You're skilled at aligning cross-functional teams and building relationships with subject matter experts and business stakeholders. Qualifications 5+ years in B2B content strategy or content marketing, ideally in asset or wealth management. Bachelor's degree in marketing, journalism, English, or related field (MBA or CFA a plus). Exceptional writing, editing, and storytelling skills. Familiarity with content formats for digital, video, podcast, and social. Strong analytical mindset with ability to translate insights into action. Comfortable navigating a global, matrixed organization. Application Requirement We'd love to see your work. Please include one to two examples that best demonstrate your ability to create engaging, audience-relevant content. Join us to shape the voice of Morningstar for financial professionals around the world. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $95,275.00 - 161,975.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

and the Individual Investor Business Morningstar's Individual Investor business empowers investors with data, research, and tools to help them make informed financial decisions. Our flagship Morningstar Investor platform provides deep insights, portfolio tracking, and investment research, while Morningstar.com serves as a hub for market news, analysis, and educational content. The Role We are seeking a Business Data Analyst to bring analytical rigor to our product efforts. The role will help us measure performance, analyze visitor and subscriber behavior, and optimize customer acquisition and retention efforts. This role will own data analytics architecture, reporting, forecasting models, user behavior analysis, and work cross-functionally to enhance our product and marketing strategies. You will be responsible for building and tracking KPIs across Morningstar Investor, Morningstar.com, and our broader suite of investor products, implementing analytics solutions, and driving insights that support strategic decision-making. This role will report to the Head of Product, and will partner with the engineering team to ensure seamless tracking and reporting. Key Responsibilities Data Analytics & Reporting Track and analyze daily, weekly, monthly, and yearly KPIs to measure the product's effectiveness and progress toward growth goals. Build, maintain and continuously evolve dashboards that monitor trials, subscriber growth, page views, engagement, and on-site behavior across Morningstar Investor and Morningstar.com to meet the needs of the product. Consolidate data from various sources such as Google suite, Redshift, Stripe, and AWS to create automated reporting solutions that provide actionable insights. Collaborate with the engineering team to design solutions to better surface and analyze these insights. Monitor and validate data from third-party sources to ensure accuracy and reliability. Define baseline targets and use data-driven insights to optimize acquisition, engagement, and retention strategies. Conduct cohort analysis, customer lifetime value (LTV) modeling, and retention analysis to inform product investment decisions. Forecasting & Financial Modeling Develop and maintain financial forecasting models to project revenue growth and subscription trends over the next three years based on historical data and market assumptions. Evaluate the impact of pricing, marketing spend, and customer acquisition efforts on financial performance. Data Infrastructure & Collaboration Work with engineering and data teams to build and maintain a centralized data infrastructure that supports product analytics. Define and implement data tracking solutions using Google Tag Manager (GTM) and SQL-based data pipelines. Qualifications & Skills 2-5 years of experience in data analytics or business intelligence. Strong experience in SQL for querying and analyzing large datasets. Proficiency in Google Marketing Platform (Google Analytics, Google Ads, Looker Studio). Experience working with data visualization tools (Tableau, QuickSight, Looker Studio). Strong analytical skills, including financial modeling, forecasting, and trend analysis. Ability to clean, structure, and interpret large datasets to generate actionable insights. Strong problem-solving skills and ability to translate data into business recommendations. Experience with AWS (Athena, Redshift, QuickSight) for data analysis. Familiarity with A/B testing tools (Google Optimize, Optimizely) and tracking platforms. Programming experience in Python or R for advanced data analysis. Knowledge of subscription-based business models and customer retention metrics. Why Join Us? Be a key driver of growth in a data-driven, insight-rich environment. Work with a team passionate about empowering investors. Collaborate with cross-functional teams. Join a mission-driven company dedicated to transparency and investor education. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $74,325.00 - 126,350.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

The Role: We're looking for a detail-oriented and proactive Accounts Payable Accounting Associate to support our Americas operations. In this role, you'll focus on accounting-related activities rather than invoice and payment processing. The ideal candidate will have a strong understanding of regional tax regulations, supplier management, and compliance requirements, and will play a key role in ensuring accurate financial reporting and operational efficiency through automation initiatives and process enhancements. What You'll Do:Invoice & Payment Support: Expedite sensitive or urgent invoices and payments in coordination with internal teams. Assist with resolving payment rejections and related inquiries. Supplier Management: Perform supplier maintenance activities including onboarding and updates. Review and validate W-8 and W-9 tax forms for compliance. Tax & Compliance: Apply appropriate use and lease tax codes for U.S. invoices. Prepare monthly sales tax reports for various provinces in Canada. Support U.S. 1099 preparation and year-end reporting. Track and report U.S. Unclaimed Property in accordance with state regulations. Systems & Program Management: Administer the Concur employee reimbursement system, including troubleshooting and user support. Manage the American Express Corporate Card Program for Travel & Expense cards, including applications, reconciliation and policy compliance. Accounting & Reporting: Prepare and post journal entries related to accounts payable activities. Prepare a weekly payment forecast for U.S. and Canadian operations. Conduct SOX compliance reviews and support internal and external audits. Other Duties: Collaborate with cross-functional teams to support continuous improvement initiatives. Perform ad hoc accounting and reporting tasks as needed. What We're Looking For 2+ years of experience in accounts payable or accounting role. Familiarity with US and Canada non-income tax regulations and reporting requirements. Experience with Concur, Coupa, Oracle, or similar ERP systems. Strong analytical, organizational, and communication skills. Ability to work independently and manage multiple priorities in a fast-paced environment. Preferred Qualifications: Experience with SOX compliance and audit support. Knowledge of U.S. Unclaimed Property laws and 1099 reporting. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $74,325.00 - 126,350.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

The Team: Morningstar's mission is to empower investor success. The editorial team strives to illuminate investing in support of this mission, so we can reach and inspire current and future investors. We're looking for a standards editor to join our team. In this role, you'll work closely with the editorial team and copy desk and across Morningstar departments to ensure content reflects our style, mission, and philosophies. The Role: The role requires a person to help guard our standards for editorial quality. You will engage with departments across Morningstar to open doors to greater consistency. You'll ensure our house style is maintained across Morningstar and across geographies. As "owner" of the Morningstar Style Guide, your work will allow editors to be nimbler and more responsive to timely topics, and you will create and oversee goals for copy desk improvements. Your goal will be to keep the Morningstar Style Guide modern, relevant, and attainable. The content you consider will range across our publishing platforms, including for Morningstar.com, Morningstar magazine, and our research departments. This position is based in our Chicago office. We follow a hybrid policy of at least 4 days onsite. We're looking for someone who will: * Serve as liaison between cross-functional colleagues for procedures and house style * Engage across the department with goals of improving quality of published material * Monitor and track style on Morningstar websites, including global sites * Be a voice in the room for editorial and ethical standards when we write about sensitive topics * Keep watch on AI use with regard to editorial and ethical standards as this technology evolves * Act as the first point of decision-making for corrections * Update guidelines and principles as needed, including advertising and editorial policy * Be the point of contact for both externally and internally reported corrections * Keep an eye on accessibility issues and be familiar with their technical solutions * Review sponsored content to make sure it supports our mission and philosophies * Show enthusiasm for tackling new challenges, learning new skills, and editing when needed. Requirements: * 5-7 years of experience in copyediting or editing at a publication or content-focused organization. * A degree in journalism, English, communications, or a related field. * Working knowledge of content management systems. * Superb communication skills, both verbal and written. * Demonstrated ability to work with writers, designers, and subject-matter experts. * Excellent organization and attention to detail. Nice to Haves: * Previous experience overseeing companywide standards. * Previous work with AI with regards to standards and editorial integrity. Morningstar is an equal opportunity employer. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $104,950.00 - 188,925.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

The Group: Morningstar's corporate functions play an essential role in supporting our company's strategic initiatives, day-to-day operations and infrastructure. The People and Culture team is the steward of Morningstar's unique culture. We design and deliver the end-to-end programs and experiences that support the entire talent lifecycle. By helping our employees succeed, we contribute to Morningstar's growth and success. The Role: Recruiting and retaining great people is critical to Morningstar's future. This an ideal role for someone interested in mastering the art and science of talent acquisition and using their expertise to help build our fast-growing businesses. This position is based in our Chicago office. Responsibilities Orchestrate the full recruiting lifecycle, including expertly advising hiring managers and candidates on job/market evaluation, creating enticing job postings, proactively sourcing candidates, assessing candidates' fit for the role and company, creating compensation packages, and delivering and negotiating employment offers. Serve as a strategic partner to Morningstar businesses, helping develop talent profiles and support workforce planning. Partner with hiring managers to successfully match candidate skillsets to business needs. Maintain accurate and timely candidate information in our applicant tracking system, Workday. Ensure a smooth recruitment process and hand-off from recruiting to onboarding. Continuously contribute to improving and enhancing the candidate and hiring manager experience. Enthusiastically promote Morningstar as a great place to work through professional organizations and other promotion efforts. Creatively source new candidates via LinkedIn, partnership building, and through other networks. Support employer branding initiatives and recruitment marketing efforts. Actively participate in idea generation, testing and other process improvement initiatives. Qualifications 5+ years of previous recruiting experience in a professional corporate environment. Proven sourcing success and the ability to uncover hidden talent, both internally and externally. Excellent communication, client service and negotiation skills. Strong attention to detail, a process improvement inclination, and embraces new technology and ways of thinking. High level of interpersonal skills to handle sensitive and confidential information. Ability to successfully manage multiple priorities. Passion for Morningstar's mission and values. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $74,325.00 - 126,350.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

The Group: The Morningstar Investment Management group consists of our investment advice, consulting, retirement-solutions, and index businesses. Through our investment advisory subsidiaries, we use our expertise in asset allocation, manager research, and portfolio construction to create innovative investment solutions for institutions, advisors, and their clients. The Role: The Internal Sales Consultant will be a critical part of our sales team for Morningstar Investment Management, Inc. (MIM), a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. You will work with your Regional Sales Directors to increase managed account business within your assigned territory. This position is based in our Chicago office. Responsibilities Be conversant in all aspects of our managed portfolios program. Source clients and develop relationships with financial advisors within an assigned territory. Comfortably converse with financial advisors over phone and zoom calls. Provide assistance to existing advisor clients within assigned territory to help them grow their book of business. Use the Salesforce CRM to document and manage prospecting and relationship efforts. Collaborate with the Portfolio Specialist and Investment Management teams. Work alongside Regional Sales Directors to grow sales in assigned territory. Requirements Bachelor's degree. Minimum of two years related industry experience. Demonstrated ability to develop sales relationships with financial advisors over the phone and zoom. Strong interest in and the ability to explain portfolio management and market concepts. Excellent spoken and written communication skills. The ability to work independently. SIE or ability to obtain within 3 months of employment. Series 65/Series 66 or ability to obtain within 6 months of employment. Total Cash Compensation: 83,225.00 - 149,825.00 USD Annual Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 002_MstarAssocLLC Morningstar Investment Management LLC Legal Entity

The Group: Morningstar, Inc., a leading global provider of independent investment research, is looking for an experienced sales individual to serve in Morningstar's Index business. The Index business is responsible for the creation and distribution of Morningstar's Index intellectual property. The group administers an extensive range of existing indexes and develops new, innovative offerings for use by asset managers and asset owners in serving their client's investment needs. The Role: Morningstar Indexes team seeks a highly motivated Index Sales Director focused on growing a book of assigned clients and prospects in the Asset Manager, Wealth Manager, Market Maker, Hedge Fund and Bank/Broker Dealer client segments. You'll represent Morningstar's suite of Index data products and will collaborate with on opportunities for Index data solutions. Because this role covers a wide range of opportunities, it will require approximately 25% travel. This position will be based in Chicago or New York. Responsibilities: * Exceed revenue targets. * Forecast and proactively uncover short term and long-term strategic sales opportunities with clients and prospects. * Proactively collaborate with Index Customer Success and Product teams to determine optimal solutions for sales opportunities. * Document activities in CRM system. * Master product demonstrations and knowledge of product capabilities and benefits. * Establish and build key client relationships individually and in strong collaboration with the Strategic Account Sales team. What You Will Bring: * Candidates should have at least five years of sales and account management experience in the index industry. * Proven track record of exceeding prior annual sales targets. * Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands-on, collaborative, organized approach. * Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations. * Ability to understand complex investment concepts across active and passive investment products. Requirements * A bachelor's degree required; MBA or CFA a plus. Total Cash Compensation Range, inclusive of base salary plus sales incentive: $260,100-$468,175 Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

About the Role Morningstar Wealth is seeking a Lead Software Engineer with strong backend expertise to lead the development and modernization of our model creation and data delivery systems. This role is central to advancing how Wealth builds, manages, and delivers data pipelines and services that power our products and client experiences. The ideal candidate has deep technical expertise in backend system design, large-scale data delivery, and cloud-based development, with the ability to guide teams in building robust, scalable, and high-performance solutions. While primarily backend-focused, familiarity with front-end frameworks (Vue.js) is a strong plus. AI/ML experience is not required, but exposure or interest in these technologies is welcomed. To foster continuous collaboration, we follow a hybrid policy in which you will work onsite a minimum of 4 days per week in our Chicago office. Responsibilities * Backend & Data Platform Development: Design, develop, and enhance systems that support the creation, publication, and delivery of data and models to downstream applications. * System Modernization: Maintain, upgrade, and migrate existing applications and services, ensuring stability, scalability, and efficiency. * Architectural Leadership: Define and evolve backend architecture for data delivery workflows, ensuring seamless integration with Morningstar's broader product ecosystem. * Performance & Reliability: Drive improvements in system performance, resiliency, and delivery speed, while enforcing best practices in scalability and maintainability. * Cross-Functional Collaboration: Partner with architects, DevOps/SRE, product teams, and data engineers to align technical solutions with business objectives. * Technical Guidance & Mentorship: Provide hands-on expertise in backend engineering, mentor junior engineers, and promote consistent engineering practices across teams. * Project Oversight: Provide technical leadership for projects, ensuring design and implementation align with business and technical goals. * Continuous Improvement: Stay current on emerging technologies in cloud, system design, and data engineering, introducing practices that improve delivery speed and quality. Qualifications * Problem-Solving: Demonstrated ability to analyze complex technical challenges, design effective solutions, and deliver high-quality results. * Methodology: Strong understanding of Agile/Scrum and modern engineering practices. * Security Awareness: Proven experience designing secure services, APIs, and data pipelines. * Education: Bachelor's degree in computer science or related field required; advanced degree preferred. * Experience: 8+ years in professional software development, with a strong focus on backend engineering and data-intensive systems. * Strong background in C#/.NET (preferred) * Proven experience designing and building REST APIs and event-driven systems on AWS (e.g., Lambda, SQS, SNS, EventBridge, API Gateway). * Hands-on expertise with CI/CD and Infrastructure as Code (AWS CodePipeline, Terraform, Harness, or similar). * Exposure to AI/ML integration in production systems (plus). * Experience with databases (RDS, SQL, NoSQL) and large-scale data delivery systems(plus). * Familiarity with Vue.js or other modern JavaScript frameworks (plus). * Proficiency in Python for scripting and data workflows (plus). Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $114,100.00 - 193,975.00 USD Annual Inclusive of annual base salary and target incentive If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

The Collections Analyst is responsible for managing and improving the company's accounts receivable process through proactive communication with clients, effective collection of outstanding balances, and maintenance of accurate financial records. This role plays a key part in supporting the company's cash flow and ensuring a positive customer experience. Customer Communication & Collections * Contact clients regarding past-due invoices and follow up to ensure timely payments. * Respond promptly and professionally to customer inquiries related to payments and outstanding balances. * Submit invoices through client AP portals and verify receipt when necessary. * Communicate remittance details to the cash application or accounting team. * Maintain positive customer relationships while effectively managing collection efforts. Data Management & Reporting * Maintain accurate and up-to-date records of collection activity and customer communications. * Prepare documentation for third-party collection submissions when required. * Support the month-end close process by providing AR status reports and reconciliations. * Collaborate with finance and corporate teams to ensure customer master data integrity. Process Improvement & Team Support * Identify and escalate potential collection issues or risks. * Recommend process improvements to enhance collection efficiency. * Partner with internal departments (e.g., Sales, Customer Success, Accounting) to resolve payment-related issues. Required: * 2+ years of experience in Accounts Receivable, Collections, or a related finance role. * Strong attention to detail, organization, and follow-through. * Excellent written and verbal communication skills. * Ability to work independently, manage priorities, and meet deadlines. * Proficiency with Microsoft Office (especially Excel and Outlook); ability to learn new systems quickly. Preferred: * Associate's or Bachelor's degree in Accounting, Finance, or Business. * Experience using ERP and CRM systems such as Oracle, and/or Salesforce. * Familiarity with basic accounting and AR reconciliation principles. * Demonstrated problem-solving skills and a proactive, team-oriented attitude. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $74,325.00 - 126,350.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

The Group The corporate business group consists of a variety of departments including accounting, finance, corporate communications, legal, compliance, design, marketing, human resources, and technology. These functions play an essential role in supporting the operations and strategic initiatives of Morningstar`s business groups. The Role The Business Continuity Analyst will work directly with individuals across Morningstar to help implement and maintain various aspects of the Business Continuity portion of the Enterprise Resilience Program, and ensure that is aligned with regulatory expectations, corporate guidelines, and local requirements. The ideal candidate will have experience in Business Continuity Management, be risk-oriented, and focused on ensuring staff and location resilience. This position will report to the Global Enterprise Resilience Manager, and it is based in our Chicago office with a hybrid work arrangement. Position Location: Chicago, IL (Hybrid - 4 days onsite per week) Job Responsibilities: Risk Management - identify and document areas of risk related to business continuity, using established enterprise standards. Business Continuity SME - act as the SME that can provide best practices, guidance and recommendations for remediation of identified BC risks. Support development of BC capabilities across the enterprise Communication - an influencer and a communicator. Work with broad range of global employees and support them through all parts of the Business Continuity Management program. Documentation - work with business units and product teams to assist in completing Risk Assessments, Business Impact Analysis, and end-to-end Business Continuity Plans Governance - assist in updating and maintaining of business continuity standards, templates, documents and policies Exercises - assist with management, execution and documentation of Business Continuity exercises Compliance - Work with Global Security, Privacy, and Resilience Services team to respond to client RFPs, DDQs, and audit requests Training and Awareness - support creation and maintenance of training and awareness programs, presentations, and materials Administration - assist in management and maintenance of the enterprise continuity management software and emergency notification platform Qualifications: A bachelor's degree and 3+ years of experience in business continuity management or equivalent combination of education and experience. Strong understanding of Business Continuity standards, principles, tools, and techniques Strong interpersonal skills, with experience in interacting with global multicultural staff at all levels within the organization. Excellent project management, planning, and organizational skills. Verbal and written English skills at a professional level. Proven ability to prioritize multiple, complex tasks. Ability to set goals and prioritize objectives pertaining to tasks, projects, and deadlines Must be able to work as a part of a team or independently Proven competencies in conflict resolution, adaptability and coordination. Availability to work outside regular business hours to support testing/training/real life incidents Ready to Shape the Future? At Morningstar, every hire we make strengthens our mission to empower investor success. Apply now and help shape the future of investing with us. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $89,625.00 - 152,350.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

About the Role We are seeking an Associate Director, Integrated Brand Campaigns to shape, activate, and optimize integrated brand campaigns that connect with our target audiences and drive measurable impact. This is a player-coach role-you will roll up your sleeves to design and execute campaigns while also coaching and enabling a small but growing team. The Associate Director will oversee all aspects of campaign planning-audience definition, channel strategy, media planning, stakeholder engagement, activation, and performance optimization. With one direct report (Campaign Manager) and collaboration across the go-to-market organization, corporate and internal coms, this role is both hands-on and highly strategic. Position Location: Chicago, IL (Hybrid - 4 days onsite per week) Key Responsibilities: Campaign Strategy & Development * Develop and refine integrated brand campaign strategies aligned with company objectives and brand positioning. * Define target audiences, market segments, and budget recommendations that inform campaign design. * Partner with creative teams and agencies to translate brand narratives into compelling, multi-channel campaign concepts. Channel & Media Planning * Partner with performance marketing, digital, creative teams and agencies to select channels (paid, owned, earned, internal) that maximize reach and impact. * Drive media planning and allocation recommendations in collaboration with performance marketing. Activation & Execution * Actively manage campaign briefs, creative development, and stakeholder reviews. * Directly lead elements of campaign activation while guiding and enabling your Campaign Manager and cross functional partners to execute with excellence. * Ensure campaign consistency across internal (employees, stakeholders) and external (clients, prospects, partners) audiences. Performance & Optimization * Monitor campaign performance through established KPIs and dashboards. * Recommend optimizations in real-time to improve engagement, efficiency, and ROI. Leadership & Collaboration * Serve as a player-coach-contributing directly to campaign work while developing and mentoring your direct report. * Act as a key partner to senior marketing, product, and commercial leaders, ensuring campaign alignment with business priorities. * Collaborate closely with creative, content, media, and analytics Centers of Excellence. Qualifications: * 7-10 years of experience in brand marketing, campaign strategy, or integrated marketing roles. * Proven track record designing and delivering multi-channel brand campaigns that balance brand and demand objectives. * Strong understanding of media planning and channel selection across paid, owned, earned, shared and internal communications. * Experience working within a matrixed, global marketing organization. * Exceptional stakeholder management skills, with ability to influence at senior levels. * Strong analytical mindset; ability to interpret data and translate insights into actionable strategies. * Prior leadership or management experience required; ability to both do and enable work. Why Join Us? This is a rare opportunity to build and scale a strategic campaign function at a leading global brand in financial services. You'll play a hands-on role in delivering integrated brand campaigns while also developing talent and scaling the function. As a player-coach, you'll help shape how we bring our challenger brand positioning to life in the market-unlocking growth, influence, and connection across diverse audiences. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $121,400.00 - 218,525.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

As a member of the Credit Editorial, Publishing, and Media Relations team in Chicago, the Copy Editor will be responsible for editing and producing financial services research reports and other documents on a timely basis. This position reports to the Vice President, Credit Editorial and Media Relations. Responsibilities: Provide accurate, high-quality editing and proofreading of documents, including press releases, credit rating reports, industry research, and analytical methodologies, in a timely manner across multiple geographies with regional spelling and styles. Format templated documents within Word and transfer tables and charts from Excel into Word as per Morningstar DBRS standards. Maintain relationships with analysts, designers, management, and other stakeholders to produce and enhance content. Ensure all deliverables comply with internal guidelines for style, conventions, and brand management. Fulfill document requests and manage deadlines for several analysts and projects at once. Work on call (evenings and weekends) on a weekly rotation in order to meet urgent business requirements. Participate in global team meetings as required. Requirements: Minimum three years of experience as an editor, preferably in the financial services industry or in business journalism. Strong copy editing, writing, organizational skills, and attention to detail. Capacity to work independently, as well as part of a team. Demonstrated ability to meet deadlines and work with minimal supervision. Advanced expertise in Microsoft Word, Excel, PowerPoint, and Outlook is required. Knowledge of Adobe InDesign and Illustrator is an asset. University degree in a related field. Preference is given to candidates with a basic understanding of the debt market, securitization, and the credit rating process. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $58,150.00 - 98,875.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. R08_DBRSLtdCanada DBRS Limited - Canada Legal Entity

**Region** Americas **Countries** Canada, Mexico, United States **Cities** Atlanta, Boston, Chicago, Mexico City, Miami, Montreal, New York, Newport Beach, Princeton, San Francisco, Santa Monica, Sausalito, Seattle, Toronto, Washington DC, Wilmington **Recruitment Year** 2026 **Program** Analyst Program **Job description** The Full-Time Analyst Program is for candidates who have graduated or will be graduating with a bachelor's or master's degree between September 2025 and July 2026. Our Full-Time Analyst Program is a two-year experience designed to empower and support Analysts in connecting their personal passions and strengths to BlackRock's mission, principles and purpose. The program begins with an orientation to learn about our purpose, business and strategic priorities - all while gaining insights into the day-to-day life of an Analyst at BlackRock. Following orientation, Analysts join their teams and stay connected with colleagues across the globe through ongoing training and professional development. This program offers Analysts the chance to have a lasting impact on the firm and contribute to our greater collective purpose of helping more and more people experience financial well-being. **Who can apply:** Undergraduate or master's students graduating between September 2025 through July 2026. **Important:** Candidates can apply for **up to two functions within that program** (e.g., Investment Research and Analytics & Modeling). You must apply for both opportunities using the same program application. If you withdraw your application, you cannot submit another application for this program this year. **Next steps:** Once you submit your application, you will receive an email to complete a pre-interview assessment. You have up to five days to submit your pre-interview assessment; if you fail to do so, your application will be automatically withdrawn. We look forward to reviewing your application! BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement** **and the** **pay transparency statement** **.** BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our **privacy policy** . **For California state and New York City only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $80,000-$115,000 Corporate & Strategic Functions $80,000-$100,000 Investment $80,000-$117,500 Operations $75,000-$117,500 Technology $90,000-$117,500 **For Washington state only:** The salary ranges for these positions are below. Please note, salary rates for a role are determined by department or team within a Business Area, as well as location of the role. **Business Areas** **Annualized Salary** Client & Product Functions $75,000-$100,000 Corporate & Strategic Functions $75,000-$95,000 Investment $75,000-$112,500 Operations $70,000-$112,500 Technology $80,000-$112,500 Additionally, employees are eligible for an annual discretionary bonus, and benefits (************************************************************************ including health care, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department, and individual performance.

Sustainalytics Morningstar Sustainalytics delivers high-quality, analytical environmental, social and governance (ESG) and climate research, ratings and data to institutional investors and companies. Our research is empowering the world's leading institutional investors to identify, understand, and manage risks and opportunities from an ESG perspective. We are a global leader in sustainability and corporate ESG solutions, informing and advocating to improve the world we live in. About the role We are seeking a Chief Product Officer to oversee all product development for Sustainalytics. This includes our flagship ESG Research products (ESG Risk, Regulatory Solutions, Impact Solutions) as well as Climate Solutions, Stewardship Services and Sustainable Finance. You'll also be responsible for our data and research delivery strategy through external and internal platforms, data feeds and APIs. The ideal candidate will have demonstrated leadership capabilities, product management expertise and a deep commitment to Sustainability. This position can be located in London, Chicago or New York City. Job Responsibilities Assure the commercial success of the business by establishing and executing a product strategy across all client segments in key regions around the world. Build and lead a high-performing product team, including hiring, coaching, and developing team members. Partner with cross-functional teams, including technology, sales, marketing, data, methodology, research to develop and deliver product roadmaps through rigorous prioritization and execution. Ensure all products have a cohesive and clear Go-To-Market plans that align with the customer needs. Together with the Sustainalytics Chief Commercial Officer, jointly develop and execute commercial policy. Monitor industry trends and competitive landscape to identify opportunities for innovation. Understand the needs of clients in all major markets/regions, conducting market research and gathering customer feedback to inform product decisions. Partner with the Business Head of Regulatory Change and Compliance to ensure compliance with regulatory requirements and industry standards. Qualifications 15+ years of experience in product management or a related field, preferably with a focus on building research or data products Experience in Sustainability and Financial Services Strong leadership skills, with a proven track record of building and managing high-performing product teams delivering double digit growth for a $100+ million-dollar business Solid Knowledge and/or experience of the pragmatic marketing framework and/or the flywheel effect Excellent communication and interpersonal skills, with the ability to work cross-functionally and influence stakeholders at all levels Experience with agile development methodologies and product development best practices Ability to present complex information at industry events and strategic client meetings Strategic mindset, with the ability to identify and prioritize key opportunities and challenges Strong analytical skills, with the ability to use data to inform product decisions Total Cash Compensation (inclusive of base salary and bonus target, in Chicago): $302,025-$543,650. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

About the Role: We are seeking a skilled and experienced ServiceNow Developer to join our dynamic ServiceNow team in Corporate Systems. The ideal candidate should possess a strong technical background in ServiceNow development and ITSM, ITAM, and/or HR Service Management practices. You will collaborate with cross-functional teams to analyze requirements, design solutions, and implement enhancements to our ServiceNow instances, ensuring seamless integration with existing systems and business processes. Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. Position Location: Chicago, IL (Hybrid - 4 days onsite per week) Job Responsibilities: ServiceNow Configuration and Development: Configure ServiceNow applications, modules, workflows, and interfaces to meet the organization's ITSM, HRSD, HAM and/or SAM requirements. Strong knowledge and experience across ServiceNow product and process areas; HRSD, Hardware Asset Management, and ITSM preferred. Service Catalog Development: Create and maintain a user-friendly Service Catalog, including service offerings, request workflows, and service-level agreements (SLAs). Collaborate across the ServiceNow platform team and business stakeholders to understand business needs and translate them into technical specifications and functional requirements for ServiceNow solutions Integration and Data Migration: Collaborate with other teams to integrate ServiceNow with other IT systems and third-party applications. Manage data migration tasks when required. Reporting and Dashboards: Develop custom reports, performance analytics, and executive dashboards in ServiceNow to provide real-time insights into IT/HR service performance and key metrics. Experience with Performance Analytics a plus. Continuous Learning: Stay current with the latest ServiceNow features, tools, and best practices. Proactive Improvement: Identify opportunities for improvements and provides recommendations for improvements to optimize ServiceNow solutions. Testing and Quality Assurance: Conduct thorough testing of ServiceNow configurations and developments to ensure system stability, reliability, and accuracy. Lead and drive for test automation. Documentation: Maintain comprehensive technical documentation for all ServiceNow configurations, customizations, and developments. Requirement Gathering and Analysis: Work closely with business stakeholders and technical teams to understand business needs and translate them into technical specifications and functional requirements for ServiceNow solutions. Qualifications: Bachelor's degree in Computer Science, Information Technology, or a related field. Minimum 5 years of working experience as a ServiceNow Developer, preferably with ITSM, HRSD and/or ITAM modules. ServiceNow Certified Application Developer (CAD) certification is highly desirable. Proficiency in JavaScript, HTML, CSS, and XML with hands-on experience in ServiceNow scripting and development. In-depth knowledge of ITIL processes and best practices for IT Service Management. Strong analytical and problem-solving skills to design effective ITSM, HRSD and/or ITAM solutions. Ability to work collaboratively in a team-oriented environment, effectively communicating complex technical concepts to both technical and non-technical stakeholders. Excellent organizational and time management skills to handle multiple projects simultaneously. Understanding of Agile development methodologies is a plus. We are not considering candidates who require sponsorship now or in the future. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $89,625.00 - 152,350.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

Morningstar's Editorial team publishes news about the financial markets and investing trends, along with digestible research content in the form of articles, data visualization, videos, and podcasts. Our articles run primarily on Morningstar.com, which millions of readers visit each month to help make sense of the markets, find investment advice, and manage their finances. Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Editorial team functions as an independent newsroom separate from the research departments. The mission of the Editorial team is to help investors meet their financial goals, and our coverage of investing and the markets is through that lens. That means putting the day-to-day noise of the markets and investing in context while informing investors about the news, trends, and opportunities that are critical to making smart decisions. We're looking for a school-year intern to join the Chicago markets team to play an active role in our coverage and gain experience writing market and investing articles. As an editorial intern on the Editorial Markets team, you will: Help us report on key financial markets and economic trends and news. Report on big moves in important stocks. Write articles based on Morningstar's research and data. Work closely with the team's data journalists and editors to hone your craft and meet deadlines. Learn to create data-driven charts and tables that tell clear stories. Train in using Morningstar's extensive database of financial and investing information. Qualifications Writing experience Experience with MS Office suite, including knowledge of Excel and Word The ability and interest to pick up new systems and software Compensation Hourly Rate: $20/hour Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

The Team: The Corporate team unites a variety of functions at Morningstar including design, marketing, finance, quality, talent & culture, corporate communications, legal, compliance, strategic planning, and technology with the goal of keeping our business running smoothly. Each of these functions plays an essential role in supporting our company's infrastructure, day-to-day operations, and ongoing strategic initiatives. The Role: We believe that people are our most important asset. Our people-through their creativity, talent, and willingness to learn-are essential to the success of our company. We are seeking a Global Career Development & Growth Solutions Lead to build and scale Morningstar's global Career Development Center of Excellence (CoE). This role will design and deliver innovative career development solutions for a global audience, oversee an internal coaching program, and lead the creation of a global internship program. Reporting into the Global Director of Career Development and Transformation, the Lead will also run key learning and development experiences such as Morningstar Development Program (MDP) Academy, while creating a roadmap for early career development programs that strengthen our talent pipeline. Partnering closely with the Global Director of Career Development and Transformation, this role will shape and operationalize Morningstar's global Career Development CoE practice. This position is in our Chicago office and is not open for relocation. Key Responsibilities: Build and manage a global Career Development CoE. Launch and oversee an internal coaching program. Design and implement a global internship program. Deliver L&D programs such as MDP Academy. Develop and execute a roadmap for early-in-career development experiences. Partner with business leaders and HRBP's to scale global career development solutions. Lead and successfully execute projects on behalf of, or in partnership with, other Talent & Culture team members in areas such as analytics, process improvements, transformation, program enhancements or new program launches, organizational change, information management, HRIS, and communications. Establish and promote a learning culture and dynamic that continuously cross-trains and transfers knowledge between team members. Requirements A minimum of a bachelor's degree or its equivalent. 4+ years of experience in career development, early careers, or L&D. Strong program or project management, operations and stakeholder engagement skills. A passion for developing talent and fostering L&D or Career Programs. Ability to work collaboratively or on an independent basis. Strong analytical skills and the ability to solve problems on a strategic level. Excellent communication skills and high emotional intelligence. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $92,525.00 - 157,275.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 001_MstarInc Morningstar Inc. Legal Entity

The Group Morningstar's Research group provides impartial ratings on stocks, funds, markets, and portfolios. Morningstar is one of the largest independent sources of fund, equity, and credit data and research in the world, and our advocacy for investors' interests is the foundation of our company. We believe that our researchers are among the most respected in the industry, and that we offer original, influential, thoughtful, and unbiased research. We offer stimulating career paths and the opportunity to work alongside talented and collaborative teammates. The Role Our Equity Research team is looking for an Equity Analyst to cover a group of approximately 20 Industrial stocks in the packaging and construction materials industry. The candidate will have considerable freedom to pursue in-depth and original research, but should be comfortable utilizing a long-term, fundamental approach based on bottom-up, intrinsic valuation. The candidate will identify the drivers of a firm's value and be prepared to discuss how our views may differ from those of the market. Our methodology focuses on durable competitive advantage or "moats," and the candidate should be able to identify the presence of any moats for covered companies. Ultimately, our research should help our clients reach better investment conclusions and empower their success. This is a research and client-facing role based out of our Chicago office, but with flexible work arrangements. Expectations and Goals * Acquire a deep understanding of and outlook for covered companies and industries by gathering and interpreting relevant regulatory filings, reports, news, and data to create an investment mosaic. * Maintain intrinsic value estimates for covered companies based on our proprietary discounted cash flow model. * Regularly publish detailed company reports and in-depth notes aimed at a broad audience of investors. * Become an expert in Morningstar's Economic Moat Methodology by possessing a deep understanding of company moats and their sources. * Investigate and publish long-form research that yields insights for clients that are differentiated, substantiated, and clearly communicated. * Develop a network of relationships with industry experts and covered company representatives to enhance our research product and build Morningstar's brand and reputation. * Proactively surface attractive investment ideas internally and externally to support all products and clients, including collaboration with the Equity Research Sales team. * Promptly and diligently answer client inquiries regarding covered companies. * Support and contribute to the department's and a sector team's long-term initiatives, including collaboration with global colleagues, development of talent, and review of team member research. * Always act with impartiality and an 'investors first' attitude. Qualifications * Intelligence, energy, motivation, and a high degree of personal integrity. * Irrepressible curiosity, with an eagerness to dig deep and explore widely, but always with a healthy degree of skepticism. * Creativity, with a penchant for experimenting with new ways to approach questions. * Strong attention to detail. * Confidence in a stock call after diligent investigation and strong reasoning, but with humility to adapt that view as new information arrives. * Ability to communicate complex ideas clearly and succinctly. * Comfortable drawing conclusions amid incomplete information and under tight deadlines. * Collaborative mindset and capable of both respectfully accepting and providing constructive feedback. Willingness to consider diverse points of view. * Bachelor's degree; CFA designation and/or MBA preferred. * Three plus years of relevant experience either in equity research or industry. * Sound discounted cash flow modeling and financial statement analysis skills. Advanced Excel proficiency is expected. Please submit a resume, cover letter, and prior investment recommendation with your application materials. Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: * Financial Health * 75% 401k match up to 7% * Stock Ownership Potential * Company provided life insurance - 1x salary + commission * Physical Health * Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages * Additional medical Wellness Incentives - up to $300-$600 annual * Company-provided long- and short-term disability insurance * Emotional Health * Trust-Based Time Off * 6-week Paid Sabbatical Program * 6-Week Paid Family Caregiving Leave * Competitive 8-24 Week Paid Parental Bonding Leave * Adoption Assistance * Leadership Coaching & Formal Mentorship Opportunities * Annual Education Stipend * Tuition Reimbursement * Social Health * Charitable Matching Gifts program * Dollars for Doers volunteer program * Paid volunteering days * 15+ Employee Resource & Affinity Groups Total Cash Compensation Range $114,100.00 - 193,975.00 USD Annual Inclusive of annual base salary and target incentive Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues. 036_MstarResearchLLC Morningstar Research Services LLC Legal Entity